Note: The login fields change depending on the bank you want to add. For example, the login may be called Client Number with some banks, Access Number by other banks.

We are still in progress with adding more banks/financial institutions within Pocketbook. If your bank is not yet listed, let us know at https://getpocketbook.com/addmybank. Voting with Facebook likes helps us prioritise which banks gets included first.

Manual Bank Account

If your bank is not currently displayed in the list of banks available for syncing, you can add your bank account manually.

3. Type in the bank details such as Name, Balance and Account Type and click Add. Result: You have now added a bank account manually to your Pocketbook account.

Note: As this account has been added manually, it will not automatically sync/refresh. You will have to manually maintain this account, using the Import Transactions method – see the “Import Transactions (OFX, QIF)” link below the “Add Bank” button.